Skyler Lundring is a Series 66-licensed financial advisor with Thrivent Investment Management in Thousand Oaks, CA. Lundring has been with Thrivent Financial and Thrivent Investment Management since 2025 and has prior experience including roles with the LA Clippers and TCU Athletics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under a consolidated billing structure.

Craig Chiate is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for Sierra Canyon School. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Johanna Lee is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and beginning her industry experience in 2025. Prior to joining Cambridge, she was employed at King’s Hawaiian Holding Company and was self-employed for 18 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple portfolio management platforms and a mix of proprietary and third-party strategies.

Adam Bedrossian is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with a diverse clientele including high-net-worth individuals, multigenerational families, entrepreneurs, professional athletes, actors, nonprofit organizations, and endowments to develop customized financial plans targeting their objectives. His services extend beyond investment management to include estate planning, generational wealth transfer, philanthropic giving, and pre- and post-liquidity event planning. Adam has particular expertise advising entrepreneurs through various stages of the business cycle and collaborates with their M&A attorneys and CPAs to provide strategic professional connections. Adam began his career as a financial analyst focused on developing and implementing investment strategies for nonprofits, private foundations, and ultra-high-net-worth families. He holds a bachelor's degree in business administration from the Marshall School of Business at the University of Southern California, where he also serves as a guest lecturer on business communications strategy. His professional designations include Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Born and raised in Los Angeles, Adam resides locally with his fiancé and their two dogs. He maintains a passion for sports and volunteers for the Challenger League, an adaptive baseball program for children with physical and intellectual challenges. Additionally, he coaches baseball and basketball and is an avid golfer. Adam aims to provide clients with a comprehensive wealth management and estate planning service, simplifying their financial touchpoints by serving as their primary resource for handling any money-related issues.

Daniel Giuffrida is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Kyle Lundberg is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds the Series 66 designation and is based in Westlake Village, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Alan Tores is a CFP® professional with 30 years of experience in financial advising, currently serving clients at UBS Financial Services since 2011. He holds a Series 63 license and operates out of Westlake Village, CA. Outside of his advisory work, he acts as a health agent for Claire Dexter. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary market research and model-based asset allocations to tailor financial strategies.

Sholeh Salari is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on helping clients identify their financial priorities and develop strategies to pursue their financial goals. Sholeh holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned a Master of Business Administration (MBA) from Pepperdine University.

David Racusin is a financial advisor with Ameriprise in Agoura Hills, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Edward Kepple is a financial advisor with Ameriprise in Simi Valley, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise since 2011, including its affiliated entities. Outside of his advisory role, he owns and operates a tax preparation business under Edward H Kepple, CPA. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm delivers customized, written recommendations through a centralized consulting team, emphasizing managed accounts and algorithm-assisted planning.

W. Kevin Kessler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Royal Alliance Associates and Signator Investors, alongside running his own advisory practice since 2008. Outside of advising, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and technology solutions.

Stephen Minihan is a CFP® professional with 20 years of industry experience. He currently works at Cambridge Investment Research Advisors and previously spent 12 years with United Planners' Financial Services. Outside of his advisory roles, Minihan has volunteered as a tax preparer for the AARP Tax-Aide Program for over two decades. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements.

Dennis Fox is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding a Series 66 license and 21 years of industry experience. He has been with Wells Fargo Advisors since 2012. Fox also owns Archer Strategies, Inc., an investment-related business, and holds a partial ownership in Westlake Private Wealth Management LP. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

James Raft is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial. Outside of his advisory role, he is involved in selling traditional life insurance, fixed annuities, long-term care, and disability insurance through his own business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, serving a broad client base through a national network of representatives.

Hrant Kargayan is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than is typical for large institutional advisers.

Gerald Roth is a financial advisor at LPL Financial with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Citigroup Global Markets. Outside of his advisory role, Mr. Roth is an agent for accident and health, life, and variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Miles is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at Tidemark Financial Partners and Playfair Planning Services, as well as experience outside finance in retail and fitness sectors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a combination of advisory and brokerage capabilities.

Robert Chow is a financial advisor at Osaic Wealth, Inc. with 34 years of industry experience. He holds a Series 63 designation and previously worked at Royal Alliance Associates, Inc. for 32 years before joining Osaic in 2023. He also owns a small insurance sales business. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with an investment approach that includes asset allocation tools, risk tolerance questionnaires, and access to various managed account solutions.

Anthony Khasho is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 credential and has previously worked at Holland Parker and the University of California. His background includes roles in education and cultural arts. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages advisory activities with oversight controls and conflict-of-interest evaluations.

Serria Rego is a financial advisor with LPL Financial based in Canoga Park, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Estately, where she assisted clients with trusts and wills using software, as well as prior positions at United American Insurance Company, Zein Insurance Services, Transamerica Financial Advisors, and World Financial Group. Outside of financial advising, she was involved with a dance team managed by Pat Lacey for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research-backed model portfolios and alternative investment strategies.